U.S. federal trademark · Serial No. 98325706
Providing financial planning for retirement, namely, providing financial advice and financial information in the field of retirement planning; Financial consulting and advising in the field of wealth management; Financial services, namely, wealth management services; Financial services, namely, retirement plan consulting and management services; Consulting services in the field of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Processing, administering and managing employee benefit plans concerning insurance and finance
Regulatory compliance consulting in the field of employee benefit plan administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.